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Flagship Wealth Advisors’s UnitedHealth UNH Stock Holding History

Flagship Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.6K Buy
+66
New +$19.7K 0.01% 250
2025
Q4 		– Sell
-66
Closed -$22.8K – 439
2025
Q3 		$22.8K Hold
66
– – 0.01% 283
2025
Q2 		$20.6K Buy
66
+49
+288% +$18.7K 0.01% 266
2025
Q1 		$8.9K Hold
17
– – ﹤0.01% 302
2024
Q4 		$8.6K Buy
+17
New +$9.66K 0.01% 293

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Flagship Wealth Advisors's UNH Position: Q1 2026 in Review

Flagship Wealth Advisors opened a new position in UnitedHealth (UNH) in Q1 2026: 66 shares worth $20.6K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in UNH as recently as Q3 2025.

Flagship Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.8K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Flagship Wealth Advisors held 66 shares of UnitedHealth worth $20.6K as of Q1 2026.
  • UnitedHealth was a new Flagship Wealth Advisors position in Q1 2026.
  • UnitedHealth made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #250 holding.
  • Flagship Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Flagship Wealth Advisors's UnitedHealth position peaked at $22.8K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.